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Welltower (NYSE: WELL) CFO reports 500-share stock transfer

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Welltower Inc. executive Timothy McHugh, Co-President and CFO, reported an insider transaction in the company's common stock. On 12/16/2025, a transaction coded "G" involved 500 shares at a reported price of $0, after which he directly held 23,398 common shares.

The filing also lists 26 common shares held indirectly by children who share his household and states that he disclaims beneficial ownership of those shares.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
McHugh Timothy

(Last) (First) (Middle)
4500 DORR STREET

(Street)
TOLEDO OH 43615

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
WELLTOWER INC. [ WELL ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Co-President and CFO
3. Date of Earliest Transaction (Month/Day/Year)
12/16/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 12/16/2025 G 500 D $0 23,398 D
Common Stock 26 I By Children(1)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. The reporting person disclaims beneficial ownership of the Common Shares owned by children who share the reporting person's household. This report should not be deemed an admission that the reporting person is the beneficial owner of such Common Shares for purposes of Section 16 for any other purpose.
Matthew McQueen, Attorney in Fact For: Timothy McHugh 12/16/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transaction did Welltower (WELL) executive Timothy McHugh report?

Timothy McHugh reported a transaction coded "G" on 12/16/2025 involving 500 shares of Welltower Inc. common stock at a reported price of $0.

What is Timothy McHughs role at Welltower (WELL)?

He is reported as an Officer, serving as Co-President and CFO of Welltower Inc.

How many Welltower (WELL) shares does Timothy McHugh hold after the transaction?

After the reported transaction, he beneficially owned 23,398 common shares directly, as shown in the filing.

When did the reported Welltower (WELL) transaction occur?

The earliest transaction date reported for the common stock transaction is 12/16/2025.

Is the Welltower (WELL) Form 4 filed by one or multiple reporting persons?

The form indicates it is filed by one reporting person, with the corresponding box checked.

How are shares held by Timothy McHughs children treated in the Welltower (WELL) Form 4?

The filing lists 26 common shares as indirectly owned "By Children" and states that the reporting person disclaims beneficial ownership of those shares.

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